Interest and knowledge of financial matters play a key role in clients' choice of investment-management channel
Veteran wealth-management executive named CEO
GPWealth360 gives financial advisors the ability to connect with their clients anywhere, anytime
Robo-advisors and traditional firms are creating new partnerships
The online digital wealth platform gives advisors access to ETFs
The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients
The mutual fund dealer will give more than 150 advisors access to the online digital wealth-management platform
The digital wealth management firm has partnered with EQ Bank
PI is the second firm this week to give its advisors access to the online digital wealth-management platform
The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017